Address Mapping in CCH iFirm

Address Mapping in CCH iFirm

Overview

Any address type as long as it is associated with the contact or client are migrated to CCH iFirm.

Adding a new address under the same address type

A user may add a new address for the same address type. When this happens:

•     The existing address gets an "End Date" in CCH Central.
•  A new address is added as the active address under that address type.

CCH iFirm Limitation: CCH iFirm does not support address history like CCH Central.

Therefore, when a new address is added:

•    The existing address is overwritten in CCH iFirm with the new address details.
• The "End Date" is not preserved in CCH iFirm; only the latest address is retained.

One Address per Address Type

CCH Central only allows one address per address type for a contact.

As a result:

•     If the user adds an End Date to an address without adding a new address, then that address is removed from iFirm.